RIVERSEDGE ADVISORS, LLC

CIK 1787663 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$759.1M
#2.935 dari 9.443 berdasarkan nilai 13F · top 31.1%
Posisi
316
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +22.9% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
55,45%
Bobot 25 kepemilikan teratas
75,18%
Posisi di atas 1%
20
Jumlah posisi efektif
24,7

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 2,12% Perkiraan pembelian $106.855.525 · penjualan $14.564.043

Kepemilikan median: 2,5 kuartal Dilacak Q4 2024–Q2 2026 · 87,3% masih dipegang

Posisi baru
113
Meningkat
145
Menurun
52
Tertutup
13

Eksposur put-notional: 0,8% put 13F melaporkan posisi opsi pada nilai notional yang mendasarinya — dapat mencakup lindung nilai, tidak selalu taruhan bearish

Di halaman ini

Rincian sektor

Technology
11,8%
Healthcare
2,1%
Industrials
2,0%
Financials
1,8%
Communication Services
1,5%
Retail
1,4%
Financial Services
1,1%
Consumer Discretionary
1,0%
Energy
1,0%
Consumer Staples
0,4%
Materials
0,4%
Utilities
0,3%
Real Estate
0,3%
Consumer products
0,3%
Communications
0,2%
Logistics & Transportation
0,1%
Telecommunication
0,1%
Lainnya/Tidak terpetakan
74,2%

Portofolio lengkap 316 posisi

Tipe Rentetan Tren 8 kuartal
VTV $86.419.717 11,38% 396.548 $12.837.738 Naik ×1
IDEV $58.893.878 7,76% 661.655 $6.372.654 Naik ×1
VV $50.574.627 6,66% 147.058 $6.466.397 Turun ×1
AAPL Apple Inc. - Common Stock $44.493.598 5,86% 153.766 $21.010.508 Naik ×1
BND Vanguard Total Bond Market ETF $41.643.301 5,49% 567.270 $802.190 Naik ×1
SPYG $38.470.707 5,07% 323.310 $6.129.445 Turun ×1
SCHF $30.203.064 3,98% 1.090.363 $3.235.407 Naik ×1
SPYV $27.692.475 3,65% 455.543 $1.756.961 Turun ×1
VWO $23.388.401 3,08% 391.831 $2.753.935 Naik ×1
VEA $19.158.620 2,52% 268.893 $1.701.608 Turun ×1
VTEB $17.724.623 2,33% 350.427 $1.254.388 Naik ×1
VUG $16.200.162 2,13% 188.068 $2.750.590 Naik ×1
IEFA $16.196.383 2,13% 167.699 $739.862 Turun ×1
JBND JPMorgan Active Bond ETF $11.950.242 1,57% 223.369 $43.736 Naik ×1
VIOV $11.607.193 1,53% 98.928 $1.409.163 Turun ×1
IJR $10.247.388 1,35% 69.094 $1.908.930 Naik ×1
RSP $9.209.279 1,21% 43.283 $902.660 Naik ×1
NVDA NVIDIA Corporation - Common Stock $8.288.274 1,09% 41.423 $2.070.961 Naik ×1
FESM $7.706.955 1,02% 159.597 $1.277.887 Turun ×1
AVEM $7.627.313 1,00% 79.048 $957.626 Turun ×1
IBIT iShares Bitcoin Trust ETF $7.263.046 0,96% 218.175 $5.635.728 Naik ×1
BNDX Vanguard Total International Bond ETF $6.694.896 0,88% 138.239 $253.237 Naik ×1
IVLU $6.493.528 0,86% 155.273 $540.972 Naik ×1
RAAX $6.277.063 0,83% 158.232 $-224.405 Turun ×1
VTWG Vanguard Russell 2000 Growth ETF $6.266.511 0,83% 21.783 $1.173.685 Turun ×1
AAPL Apple Inc. - Common Stock $6.192.304 0,82% 21.400 Opsi jual
SPEM $5.490.946 0,72% 106.044 $506.950 Turun ×1
GOOGL Alphabet Inc. - Class A Common Stock $4.863.337 0,64% 13.609 $1.108.323 Naik ×1
MSFT Microsoft Corporation - Common Stock $4.736.362 0,62% 12.697 $1.113.494 Naik ×1
AMZN Amazon.com, Inc. - Common Stock $4.658.438 0,61% 19.545 $1.178.798 Naik ×1
VBK $3.870.839 0,51% 10.585 $637.726 Turun ×1
GOOG Alphabet Inc. - Class C Capital Stock $3.857.174 0,51% 10.917 $1.196.199 Naik ×1
BTC $3.675.818 0,48% 141.650 $-7.421.952 Turun ×1
JPIB $2.961.244 0,39% 61.246 $84.919 Naik ×1
SCHV $2.788.568 0,37% 80.108 $361.234 Naik ×1
MU Micron Technology, Inc. - Common Stock $2.769.142 0,36% 2.399 $1.991.096 Naik ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $2.601.858 0,34% 22.301 $-692.660 Turun ×1
AVGO Broadcom Inc. - Common Stock $2.586.552 0,34% 6.847 $647.101 Naik ×1
TSLA Tesla, Inc. - Common Stock $2.244.322 0,30% 5.336 $437.617 Naik ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $2.202.075 0,29% 4.611 $558.962 Turun ×1
IVV $2.180.023 0,29% 2.911 $30.529 Turun ×1
VGT $1.912.670 0,25% 16.003 $516.777 Naik ×1
VBR $1.903.950 0,25% 7.836 $13.749 Turun ×1
USHY $1.788.638 0,24% 48.315 $-23.064 Turun ×1
BRKB $1.735.853 0,23% 3.469 $412.303 Naik ×1
IVW $1.632.651 0,22% 11.871 $181.834 Turun ×1
JPM JP Morgan Chase & Co. Common Stock $1.610.766 0,21% 4.921 $629.246 Naik ×1
META Meta Platforms, Inc. - Class A Common Stock $1.598.617 0,21% 2.838 $264.982 Naik ×1
JNJ Johnson & Johnson Common Stock $1.582.373 0,21% 6.231 $114.383 Naik ×1
MUB $1.426.314 0,19% 13.253 $26.291 Naik ×1
IWO $1.401.730 0,18% 3.558 $285.471 Naik ×1
LLY Eli Lilly and Company Common Stock $1.390.139 0,18% 1.159 $633.168 Naik ×1
COST Costco Wholesale Corporation - Common Stock $1.378.714 0,18% 1.474 $25.261 Naik ×1
LRCX Lam Research Corporation - Common Stock $1.330.756 0,18% 3.071 $742.764 Naik ×1
ASML ASML Holding N.V. - New York Registry Shares $1.295.125 0,17% 651 $548.856 Naik ×1
FTMH $1.268.013 0,17% 106.735 $-47.479 Turun ×1
MCO Moody's Corporation Common Stock $1.250.059 0,16% 2.760 $217.455 Naik ×1
CVX Chevron Corporation Common Stock $1.234.031 0,16% 7.445 $130.295 Naik ×1
VIOG $1.220.951 0,16% 7.958 $249.790 Naik ×1
ABBV AbbVie Inc. Common Stock $1.174.059 0,15% 4.666 $173.307 Naik ×1
VTI $1.171.800 0,15% 3.167 $156.697 Naik ×1
WDC Western Digital Corporation - Common Stock $1.154.167 0,15% 1.807 $820.382 Naik ×1
BMY Bristol-Myers Squibb Company Common Stock $1.127.912 0,15% 19.575 $97.650 Naik ×1
FLHY $1.120.984 0,15% 46.150 $50.496 Naik ×1
INTC Intel Corporation - Common Stock $998.236 0,13% 7.149 $559.400 Turun ×1
HD Home Depot, Inc. (The) Common Stock $992.805 0,13% 2.815 $577.407 Naik ×1
V Visa Inc. $985.354 0,13% 2.872 $327.113 Naik ×1
XOM Exxon Mobil Corporation Common Stock $934.238 0,12% 6.833 $-154.854 Naik ×1
VOO $932.991 0,12% 1.358 $163.181 Naik ×1
XLF XLF $932.720 0,12% 17.398 $73.769
FIX Comfort Systems USA, Inc. Common Stock $917.643 0,12% 463 $407.417 Naik ×1
C Citigroup, Inc. Common Stock $886.291 0,12% 6.332 $230.644 Naik ×1
MRK Merck & Company, Inc. Common Stock (new) $884.080 0,12% 6.880 $99.188 Naik ×1
GE GE Aerospace Common Stock $880.920 0,12% 2.357 $358.470 Naik ×1
VXUS Vanguard Total International Stock ETF $839.514 0,11% 9.820 $82.602 Naik ×1
AMD Advanced Micro Devices, Inc. - Common Stock $838.834 0,11% 1.444 $628.284 Naik ×1
HYMB $829.286 0,11% 32.598 $-15.815 Turun ×1
CB Chubb Limited Common Stock $804.146 0,11% 2.360 $259.843 Naik ×1
SNDK Sandisk Corporation - Common Stock $775.342 0,10% 341 $430.352 Turun ×1
PCG Pacific Gas & Electric Co. Common Stock $753.015 0,10% 44.769 $266.467 Naik ×1
CNC Centene Corporation Common Stock $750.766 0,10% 11.696 $478.566 Naik ×1
HSBC HSBC Holdings, plc. Common Stock $748.168 0,10% 7.868 $152.095 Naik ×1
WMT Walmart Inc. - Common Stock $731.129 0,10% 6.455 $-126.318 Turun ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $725.514 0,10% 1.746 $397.962 Naik ×1
COF Capital One Financial Corporation Common Stock $714.408 0,09% 3.561 $398.987 Naik ×1
BAC Bank of America Corporation Common Stock $713.807 0,09% 12.527 $215.290 Naik ×1
GEV GE Vernova Inc. Common Stock $695.517 0,09% 592 $250.338 Naik ×1
TJX TJX Companies, Inc. (The) Common Stock $682.103 0,09% 4.502 $152.190 Naik ×1
LGLV $680.312 0,09% 3.749 $-12.035 Turun ×1
ABNB Airbnb, Inc. - Class A Common Stock $674.860 0,09% 4.716 $289.832 Naik ×1
TRV The Travelers Companies, Inc. Common Stock $651.574 0,09% 1.974 $201.002 Naik ×1
UAL United Airlines Holdings, Inc. - Common Stock $647.040 0,09% 4.758 $331.240 Naik ×1
MCD McDonald's Corporation Common Stock $629.247 0,08% 2.328 $-82.394 Naik ×1
EIX Edison International Common Stock $627.688 0,08% 8.431 $130.942 Naik ×1
DAL Delta Air Lines, Inc. Common Stock $618.437 0,08% 6.603 $244.221 Naik ×1
APH Amphenol Corporation Common Stock $615.180 0,08% 3.489 $223.242 Naik ×1
NVS Novartis AG Common Stock $608.544 0,08% 3.883 $80.334 Naik ×1
RY Royal Bank Of Canada Common Stock $601.869 0,08% 2.908 $171.858 Naik ×1
EXPE Expedia Group, Inc. - Common Stock $597.224 0,08% 2.334 $24.386 Turun ×1
PSX Phillips 66 Common Stock $596.027 0,08% 3.526 $192.526 Naik ×1

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
AAPL $6.192.304 21.400 0,82%
SNOW $595.785 2.341 0,08%
STX $592.510 614 0,08%
WCN $556.245 3.337 0,07%
CRS $549.604 891 0,07%
AMAT $522.729 723 0,07%
GIS $509.918 14.653 0,07%
VRTX $493.253 993 0,06%
VIK $488.914 4.671 0,06%
AON $461.049 1.390 0,06%
PNC $460.924 1.872 0,06%
ES $439.474 6.081 0,06%
WFC $431.258 5.219 0,06%
PANW $427.639 1.254 0,06%
EOG $424.884 3.275 0,06%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
AAPL Beli lebih banyak +61K +$21.0M
VTV Beli lebih banyak +22K +$12.8M
BTC Dipangkas -228K -$7.4M
VV Dipangkas -535 +$6.5M
IDEV Beli lebih banyak +33K +$6.4M
SPYG Dipangkas -7K +$6.1M
IBIT Beli lebih banyak +176K +$5.6M
SCHF Beli lebih banyak +761 +$3.2M
VWO Beli lebih banyak +10K +$2.8M
VUG Beli lebih banyak +157K +$2.8M

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
INTU 30 Juni 2026 590 $255.176 38,1%
CRM 30 Juni 2026 1.325 $247.338 28,8%
OMC 30 Juni 2026 3.242 $244.155 19,3%
BP 30 Juni 2026 4.722 $221.934 19,2%
SHOP 30 Juni 2026 1.857 $220.277 29,9%
SLB 30 Juni 2026 4.141 $212.806 15,5%
NOW 30 Juni 2026 1.982 $207.218 24,4%
HON 30 Juni 2026 914 $206.686 0,8%
UBER 30 Juni 2026 2.849 $204.929 5,3%
SAP 30 Juni 2026 1.190 $203.740 39,3%
GILD 30 Juni 2026 1.449 $201.878 17,5%
VO 30 Juni 2026 699 $200.739 Tidak lagi dilacak
ADT 30 Juni 2026 14.159 $93.025 13,6%